YorkBridge Wealth Partners’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,643
| Closed | -$38K | – | 189 |
|
|
2019
Q2 | $38K | Hold |
2,643
| – | – | 0.02% | 394 |
|
|
2019
Q1 | $38K | Sell |
2,643
-72
| -3% | -$1.04K | 0.02% | 385 |
|
|
2018
Q4 | $39K | Hold |
2,715
| – | – | 0.02% | 355 |
|
|
2018
Q3 | $44K | Hold |
2,715
| – | – | 0.02% | 368 |
|
|
2018
Q2 | $45K | Hold |
2,715
| – | – | 0.02% | 373 |
|
|
2018
Q1 | $53K | Hold |
2,715
| – | – | 0.02% | 363 |
|
|
2017
Q4 | $49K | Buy |
2,715
+122
| +5% | +$2.2K | 0.02% | 373 |
|
|
2017
Q3 | $46K | Hold |
2,593
| – | – | 0.02% | 383 |
|
|
2017
Q2 | $41K | Buy |
2,593
+86
| +3% | +$1.36K | 0.02% | 391 |
|
|
2017
Q1 | $39K | Buy |
2,507
+210
| +9% | +$3.27K | 0.02% | 398 |
|
|
2016
Q4 | $27K | Buy |
+2,297
| New | +$27K | 0.02% | 426 |
|